Unclaimed Profile

Patricia Jo Dill

LAIRD NORTON TYEE ASSET STRATEGIES, LLC·SEATTLE, Washington

Series 7, Series 24, Series 53, Series 63, Series 65, Series 66Clean record22 years registeredLAIRD NORTON TYEE ASSET STRATEGIES, LLC

801 SECOND AVENUE, SUITE 1600, SEATTLE, WA 98104-1564CRD# 1692762Firm CRD# 113400

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Jo Dill · SEATTLE, WA

Registration

CRD #1692762 · LAIRD NORTON TYEE ASSET STRATEGIES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAIRD NORTON TYEE ASSET STRATEGIES, LLC

LAIRD NORTON WEALTH MANAGEMENT

Dec 2009 – Nov 2016

SEATTLE, WA

WELLS FARGO INVESTMENTS, LLC

Aug 2005 – Jan 2007

SEATTLE, WA

WELLS FARGO INVESTMENTS, LLC

Apr 2004 – May 2005

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 63

Series 65

Series 66

Registration record

First registered · April 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LNW WEALTH MANAGEMENT, LLC

CRD 113400 · SEC 801-60345

AUM

$4.6B

Regulatory assets under management

Employees

2,613 client accounts

Services offered by LNW WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LNW WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Patricia Jo Dill offer?

Patricia Jo Dill specializes in Financial Planning, Investment Management, Retirement Planning.

What are Patricia Jo Dill's credentials?

Patricia Jo Dill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Jo Dill located?

Patricia Jo Dill is based in SEATTLE, Washington, last registered with LAIRD NORTON TYEE ASSET STRATEGIES, LLC.

How does Patricia Jo Dill charge for services?

Patricia Jo Dill's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAIRD NORTON TYEE ASSET STRATEGIES, LLC?

LAIRD NORTON TYEE ASSET STRATEGIES, LLC has approximately 96 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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